Position in LRCX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$20,142,045
+$10,369,237 QoQ
Shares Held
46,482
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#613
of 3,103 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TOKIO MARINE ASSET MANAGEMENT CO LTD holds $61,854,419 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
29,338 | $21,211,374 | |
| 2 | LRCX |
Lam Research Corp
This page
|
46,482 | $20,142,045 | |
| 3 | KLAC |
Kla Corp
|
52,440 | $15,821,672 | |
| 4 | TER |
Teradyne, Inc
|
6,759 | $3,270,274 | |
| 5 | Q |
Qnity Electronics, Inc.
|
7,907 | $1,291,292 | |
| 6 | COHU |
Cohu Inc
|
752 | $55,580 | |
| 7 | AMBA |
Ambarella Inc
|
522 | $44,787 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
122 | $17,395 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,142,045 | 46,482 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $9,772,808 | 45,740 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,647,980 | 44,678 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $5,775,910 | 43,136 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $4,117,871 | 42,304 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $11,691,759 | 160,822 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,073,195 | 139,460 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $2,975,427 | 3,646 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $3,671,602 | 3,448 | Shares | Defined | 2024-07-26 | |
| 2024-03-31 | $7,485,946 | 7,705 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $7,666,548 | 9,788 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $6,151,120 | 9,814 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $6,435,028 | 10,010 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,933,969 | 13,080 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $5,919,925 | 14,085 | Shares | Defined | 2023-01-26 | |
| 2022-09-30 | $5,024,082 | 13,727 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,871,494 | 13,778 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $979,525 | 1,822 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $948,558 | 1,319 | Shares | Defined | 2022-01-26 | |
| 2021-09-30 | $734,203 | 1,290 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $772,380 | 1,187 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $648,216 | 1,089 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $455,740 | 965 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $285,636 | 861 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $246,153 | 761 | Shares | Defined | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||